Semiconductor Industry

Qualcomm's 2nm tape-out adds momentum to India's semiconductor mission

While Qualcomm's 2nm semiconductor fabrication will happen overseas, the design work highlights India's expanding role in advanced chip development under ISM 2.0

Amazon deepens ties with STMicro to secure semiconductors for data centres

Under the agreement, AWS received warrants to acquire as many as 24.8 million ordinary STMicro shares

India Semiconductor Mission 2.0 to boost domestic chip manufacturing

India has made steady progress in consolidating earlier investments into a full-stack value chain of its semiconductor ecosystem under ISM 1.0

ISM 2.0 to prioritise chip design, ecosystem partners, talent: Vaishnaw

India Semiconductor Mission 2.0 will prioritise indigenous chip design, their productisation, attracting ecosystem partners and development of talents, Union Minister Ashwini Vaishnaw said on Saturday. The minister said the government will continue to work on setting up semiconductor manufacturing plants and target to produce chips as small as 2 nanometer node size. "In Semicon 2.0, the topmost priority will be design companies. Design companies, design startups who can design a product, take it to the market, become the next Qualcomm from India, hopefully get that huge innovation, that entire energy which is there in our startups into deep tech. That will be a focus area," Vaishnaw said. He was speaking at a Qualcomm event here to announce 2 nanometer chip of the company which has been developed in India. The minister said the government will focus on getting the entire ecosystem in the country under ISM 2.0. Finance Minister Nirmala Sitharaman in her budget announced that the ..

Union Budget 2026: What industry leaders say about reforms, capex push

Union Budget 2026 drew mixed reactions from industry leaders, who welcomed the growth and capex push while stressing the need for execution clarity, long-term policy support and reform follow-through

Union Budget 2026: From semiconductors to rare-earth hubs, key takeaways

Budget 2026: The Budget lays out new schemes and higher spending on infrastructure, technology, healthcare and jobs, while offering support for industry and students

Budget 2026: Govt to roll out Semiconductor Mission 2.0 with ₹40,000 cr

Union Budget 2026: The government will launch India Semiconductor Mission 2.0 with an outlay of ₹40,000 crore to support chip equipment manufacturing, R&D and training

SBI launches CHAKRA, to invest ₹100 trn in sunrise sectors over 5 years

The country's largest lender has set up a Centre of Excellence to support financing of sectors such as renewable energy, semiconductors, electric mobility and data centres, with large capital needs

Micron's $2.75 bn Gujarat chip plant to begin production by February-end

During his engagements at the World Economic Forum (WEF) in Davos, Ashwini Vaishnaw said that the value chain in critical minerals is complex and requires cooperation across multiple stages

Nvidia supplier Micron warns memory chip shortage to last beyond 2026

Global smartphone shipments may decline 2.1 per cent next year as a shortage of memory chips drives up costs and squeezes production, industry tracker Counterpoint Research estimated in December

TSMC to boost capital spending as quarterly profit jumps 35% on AI boom

Taiwan-based TSMC, the world's largest computer chip maker, plans to increase its capital spending by about 40% this year after it reported a 35% jump in its net profit for the latest quarter thanks to the boom in artificial intelligence, the company said Thursday. Taiwan Semiconductor Manufacturing Corp., a major supplier to companies including Nvidia and Apple, reported a net profit of 506 billion new Taiwan dollars ($16 billion) for the October-December quarter, a 35% surge from a year earlier, better than analysts' estimates. TSMC said Thursday that its revenue in the last quarter increased 21% from a year earlier to more than 1.046 trillion new Taiwan dollars ($33 billion). TSMC said it plans to boost its capital expenditure budget to $52 billion-$56 billion for 2026, up from about $40 billion last year. The company's shares have climbed more than 8% since the beginning of the year, reflecting its strong position in the AI-driven market. Other tech giants including Microsoft,

Uttar Pradesh govt announces sops for GCCs and semiconductor plants

Uttar Pradesh unveils fresh incentives for GCCs and large semiconductor projects to boost FDI and advance its $1 trillion economy ambition

India entered semiconductors late but will soon start exporting: Amit Shah

Union Home Minister Amit Shah on Thursday said India's entry into the semiconductor industry was "strong" though a bit late, but the country would soon be self-reliant in the sector and even start exporting. Speaking at the Abhyudaya Madhya Pradesh Growth Summit here, he praised the BJP government in the state for the registration of 4.57 lakh MSMEs (Micro, Small and Medium Enterprises) in just one year. Thanks to Madhya Pradesh's geographical location and its fertile land, one can earn crores of rupees by investing even a small amount, he said. "We have made a strong entry into the semiconductor industry, although a bit late. Very soon we will not only become self-reliant in the semiconductor sector, but also start exporting," he said. Shah inaugurated or performed groundbreaking ceremony for industrial projects worth Rs 2 lakh crore on this occasion to mark the 101st birth anniversary of former prime minister Atal Bihar Vajpayee. "Atal ji was a great orator, sensitive poet, a le

Nvidia considers increasing H200 chip output as Chinese demand surges

Major Chinese companies including Alibaba and ByteDance have already reached out to Nvidia this week about purchasing the H200 and are keen to place large orders

China rejecting Nvidia's H200 chips, pushing for self-reliance: Sacks

Sacks' comments raise questions about whether Nvidia will be able to recover revenue from China, a data centre market it has removed entirely from its forecasts

Virtusa buys SmartSoC to expand into semiconductor engineering services

Virtusa has acquired Bengaluru-based SmartSoC Solutions for an undisclosed sum to deepen chip design, verification and embedded engineering capabilities as it targets end-to-end services

Memory chip prices are soaring: Here's how smartphone prices could be hit

Smartphone buyers face higher costs as memory chip prices surge. Rising DRAM and storage module costs are pushing brands to hike device prices affecting budget and mid-range segments through 2026

AI boom sparks global chip shortage, driving prices, and supply crisis

Tech giants including Microsoft, Google and ByteDance are scrambling to secure supplies from memory-chip makers such as Micron, Samsung Electronics and SK Hynix

Suchi Semicon to begin supply of automotive, power chips next year

Suchi Semicon will start packaging QFN and power semiconductor chips at its Surat OSAT plant, with supplies beginning in January 2026, as it scales output and pursues incentives under India's ISM plan

What is xLight, the chip startup that has won Trump admin's support?

The Trump administration has agreed to invest up to $150 million in xLight, a startup building new chipmaking lasers, marking its first Chips Act award this term